Personal Banker

About the role

Personal Bankers are enthusiastic, self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers are passionate about excellent client experience, promoting bank products, conducting accurate transactions, and collaborating with a team to achieve goals.

Responsibilities

• Provide "fast, easy, and personal" service consistent with company standards by resolving problems, building relationships, handling special requests, and ensuring timely resolution.
• Greet clients in a friendly manner to make them feel welcome and take ownership of all situations.
• Promote consumer and small business banking products using direct sales techniques, including engaging potential clients in conversations about banking needs.
• Speak knowledgeably and positively about the bank’s products and services.
• Achieve specific sales goals on a daily, monthly, quarterly, and annual basis.
• Develop and maintain relationships with business partners to maximize opportunities and achieve sales standards.
• Provide a broad base of financial services with the goal of earning 100% of the client’s business.
• Open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans.
• Demonstrate digital expertise by using and educating clients about digital banking platforms, including online banking, mobile banking, smart ATMs/ITMs, and self-service channels.
• Work closely with clients and business partners to refer products and services to other business lines.
• Educate clients about banking services and resolve concerns efficiently and effectively.
• Conduct operational tasks ethically to protect client and bank assets, including regulatory compliance, proper documentation, and safeguarding confidential information.
• Follow all company policies for communication with clients, vendors, and associates.
• When delegated by the Banking Center Manager, implement banking center operations procedures, including cash management, auditing, transaction documentation, and compliance requirements.
• Maintain current knowledge of regulations and bank policies, including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and security policies through regular training.
• Complete monthly training to ensure knowledge of regulatory requirements, policies, and procedures.
• Perform other specified duties as assigned.

Pay

The pay rate for this position is $20.00 to $24.50 per hour, depending on experience. This role is eligible for additional monthly incentive compensation based on achievement of established goals.

Benefits

Full-time associates are eligible for the following benefits:

• Medical, dental, and vision coverage
• 401(k) plan
• Company-paid life insurance
• Short- and long-term disability insurance
• Company-paid vacation, paid leave, and holidays